How to Create Prospect Types

A Prospect "type" is used in many different ways. Some users use them to specify a general location like Northeast, Southwest, etc. Other users use the "type" function to label prospects "Realtors", "Property Managers", etc. When you use this "type" feature you are then able to search "by prospect type" on the prospect search screen

This is really useful if you want to communicate with specific types at one time. For example, maybe you have a bunch of prospects labeled with the type of "Realtor" and now you want to send a broadcast email out to all your realtor prospects. No problem! Visit the prospect search screen and select "Prospect Type" in the left column and search. You'll then get all realtor prospects on a single screen where you can then email them, send 'em a text message, print a letter for 'em, etc. 

So let's discuss how to actually create a "type". The feature is located under the name/id number in any prospect profile:

To add a 'type" just click on the "+" image":

A window will open and you can simply enter the prospect "type":

You can also edit and delete prospect types from within the profile screen. So if you previously created at least one prospect "type", then you will see a pencil and a trashcan to the right of the "Type" dropdown where you can make edits or deletions:

So if you want to edit, click the pencil, select the prospect type from the dropdown as shown below, change the text, and update:

If you wish to delete a prospect type or prospect types, click on the trashcan image, select the prospect type to be deleted, and click "Delete". Then repeat to delete another one, etc.:

And that's it. Take care and have a great day!

Best regards,

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